KCS Wealth Advisory’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $324K | Buy |
4,912
+1,397
| +40% | +$92.3K | 0.14% | 112 |
|
|
2023
Q2 | $261K | Buy |
3,515
+215
| +7% | +$16K | 0.09% | 134 |
|
|
2023
Q1 | $255K | Sell |
3,300
-48
| -1% | -$3.71K | 0.1% | 133 |
|
|
2022
Q4 | $256K | Sell |
3,348
-16
| -0.5% | -$1.22K | 0.11% | 134 |
|
|
2022
Q3 | $238K | Buy |
3,364
+16
| +0.5% | +$1.13K | 0.11% | 133 |
|
|
2022
Q2 | $284K | Hold |
3,348
| – | – | 0.13% | 131 |
|
|
2022
Q1 | $273K | Hold |
3,348
| – | – | 0.13% | 136 |
|
|
2021
Q4 | $263K | Hold |
3,348
| – | – | 0.11% | 146 |
|
|
2021
Q3 | $263K | Hold |
3,348
| – | – | 0.12% | 133 |
|
|
2021
Q2 | $260K | Sell |
3,348
-53
| -2% | -$4.12K | 0.12% | 135 |
|
|
2021
Q1 | $268K | Buy |
3,401
+53
| +2% | +$4.18K | 0.14% | 130 |
|
|
2020
Q4 | $249K | Hold |
3,348
| – | – | 0.16% | 129 |
|
|
2020
Q3 | $208K | Buy |
+3,348
| New | +$208K | 0.17% | 133 |
|
|
2020
Q1 | – | Sell |
-3,348
| Closed | -$286K | – | 156 |
|
|
2019
Q4 | $286K | Hold |
3,348
| – | – | 0.21% | 126 |
|
|
2019
Q3 | $266K | Hold |
3,348
| – | – | 0.18% | 130 |
|
|
2019
Q2 | $237K | Sell |
3,348
-55
| -2% | -$3.89K | 0.19% | 139 |
|
|
2019
Q1 | $227K | Sell |
3,403
-116
| -3% | -$7.74K | 0.2% | 136 |
|
|
2018
Q4 | $221K | Sell |
3,519
-55
| -2% | -$3.45K | 0.23% | 135 |
|
|
2018
Q3 | $262K | Sell |
3,574
-19
| -0.5% | -$1.39K | 0.24% | 129 |
|
|
2018
Q2 | $245K | Sell |
3,593
-141
| -4% | -$9.62K | 0.23% | 137 |
|
|
2018
Q1 | $224K | Buy |
3,734
+399
| +12% | +$23.9K | 0.2% | 148 |
|
|
2017
Q4 | $203K | Buy |
+3,335
| New | +$203K | 0.2% | 156 |
|